Relationship Mgr IV - Commercial

BOK Financial Corporation; Tempe (AZ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Industry-leading benefits

Career growth opportunities

Job summary

A leading financial services provider in Tempe, AZ, is seeking a Relationship Manager IV to oversee commercial lending for middle-market businesses. The ideal candidate will have 8-10 years of experience in commercial banking, strong skills in underwriting, customer relationship management, and financial analysis. Responsibilities include developing client strategies, managing portfolios, and providing guidance to junior officers. This role offers a chance to contribute to a supportive team culture focused on client satisfaction.

Qualifications

• 8-10 years of experience in commercial lending or 14-16 years of equivalent experience.
• Extensive knowledge of loan documentation and servicing requirements.
• Capacity to sell products/services within the financial services industry.

Responsibilities

• Develop and execute relationship management and business development plans.
• Manage customer and prospect databases and business development calls.
• Issue and negotiate new relationship proposals focusing on various bank services.

Skills

Commercial lending practices

Wealth management products

Treasury services

Credit underwriting

Communication skills

Education

Bachelor's degree

Tools

Word processing applications

Spreadsheet applications

Job description

Relationship Mgr IV - Commercial

Tempe, AZ, US, 85202

Summary

BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!

Job Description

The Relationship Manager IV – Commercial Banking is primarily responsible for the sales of various financial products and the servicing of commercial loans to middle‑market privately owned businesses. This position requires strong knowledge of the commercial underwriting approval processes, advanced knowledge of wealth management products, treasury services, deposit offerings, and other bank services. The role includes managing portfolios, including the largest, most profitable customer relationships, and providing functional guidance to junior officers.

Team Culture

Our commercial banking team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients’ unique needs. The team is supportive, valuing your insights and supporting your career growth.

How You’ll Spend Your Time

• Develop and execute relationship management and business development plans for customers and prospects.
• Schedule business development calls and manage customer and prospect databases.
• Identify needs and solutions during appointments and monitor existing customer relationships.
• Issue and negotiate new relationship and cross‑selling proposals, focusing on wealth management, treasury services, and deposit attraction.
• Monitor and manage existing credit relationships, including renewals, financial analysis, and compliance.
• Serve as the primary link for all financial services to individual clients and resolve operational problems.
• Oversee credit approval, documentation, and booking processes, including loan proposals and presentations to loan committees.
• Provide training and serve as a resource for less experienced loan officers, and participate in community activities to enhance the bank’s image.

Education & Experience Requirements

Typically acquired through completion of a Bachelor’s degree and 8–10 years of experience in commercial lending, or 14–16 years of equivalent experience.

• Extensive knowledge of commercial lending practices, loan documentation, and loan servicing requirements.
• Thorough knowledge of accounting principles and practices.
• Capacity to sell products/services within the financial services industry.
• Advanced understanding of credit underwriting, documentation, loan policy, and regulations.
• Advanced knowledge of financial analysis, including ratio and trend analysis and projections.
• Knowledge of specific markets to serve defined territories.
• Advanced knowledge of wealth management and treasury services products.
• Ability to sell the entirety of the bank.
• Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations.
• Good PC skills including knowledge of word processing and spreadsheet applications.

Benefits

BOK Financial Corporation Group offers industry‑leading benefits addressing your complete physical, financial, and emotional health.

Equal Employment Opportunity

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

About BOK Financial Corporation

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.